See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,309 | $59,839-31.0% | $81,983-49.6% | $79,858-48.3% |
| Participation rate | 98.4% | 61.6%+36.8pp | 69.2%+29.2pp | 69.6%+28.8pp |
| Annual return | 12.78% | 17.56%-4.8pp | 41.31%-28.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,496 | $1,713-12.7% | $2,498-40.1% | $2,471-39.4% |
| Participant deferral / active EE | $1,956 | $2,695-27.4% | $3,722-47.4% | $3,740-47.7% |
| Admin fee / account holder | $1,855 | $4,287-56.7% | $5,664-67.3% | $5,306-65.0% |